National Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,254	Closed	-$406K	–	154
2023 Q1	$406K	Sell	6,254 -632	-9%	-$41K	0.46%	69
2022 Q4	$403K	Sell	6,886 -257	-4%	-$15K	0.48%	72
2022 Q3	$413K	Buy	+7,143	New	+$413K	0.54%	50